John Rubino – Incoherent Strategies In Macroeconomics and Geopolitics, Volatility In Bond Yields, Inflating Prices In Oil, Diesel, Copper, Gold, and Silver
John Rubino, {Substack https://rubino.substack.com/}, joins us for another wide-ranging discussion around the macroeconomic forces at play between monetary policies and fiscal policies, both domestically and internationally. This is accented by the geopolitical ramifications on the inflation outlook, especially as it relates to the energy sector via rising oil and diesel price trends. We also get John’s outlook on key metals like copper, gold, silver and what kinds of resource stocks that he is animated by in this environment.
We start off dissecting the opposing policy initiatives and stated…
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